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Client Committee

The KWPMP Client Committee consists of seven senior investment management and management consulting professionals. 

The Client Committee meets formally with the Portfolio Managers once a quarter. At these meetings, the Fund Managers present a report to the Committee, summarizing the performance of the Fund, the current and projected market conditions, and their recent and planned investment management decisions. The Client Committee reviews and examines the Portfolio Managers’ presentations and provides any necessary input and guidance.

The KWPMP is very grateful to the members of the Client Committee for volunteering their time and expertise to train our students for successful careers in Investment Management.

Members

Jérôme Bichut, KWPMP Client Committee

Jérôme Bichut is a partner at Boyden, a global recruitment firm. He also has a consulting practice advising in corporate strategy and asset management operations.

Prior to that, he ran the International Equity department of PSP investments for 16 years. He also worked as a portfolio manager in European equities at CDPQ.

Born in France, Jérôme has a Master of Economics and Finance from Sorbonne University. He has been a Chartered Financial Analyst since 1998.

Susan Da Sie, KWPMP Client Committee

Susan Da Sie has over 35 years of experience in the asset management industry in Montreal. Her career has encompassed the management of Canadian and US equity core institutional portfolios, North American mutual funds (US equity and US mid-cap growth) and Dividend and Income Funds.

She managed portfolios at TAL Investment Counsel, CIBC, Caisse de dépôt et placement du Québec, PSP Investments and Standard Life Investments/Manulife Asset Management.

Susan was a senior managing partner and head of a nine-member Canadian equity team at Standard Life/Manulife with assets under management of $7 billion. Her responsibilities also included institutional client meetings and presentations to financial advisors to market Manulife's Dividend and Income products.

Susan is a graduate of McGill University (Faculty Scholar - Finance) and a Chartered Financial Analyst. She is a member of the Board of Directors of Centaur Theatre. Prior to her career in finance, Susan was an accomplished classical musician, having played briefly for the Atlantic Symphony Orchestra and placed third in the MSO Competition for wind instruments.

Derrick Gut

Prior to joining Pembroke, Derrick Gut was a portfolio manager at Jarislowsky Fraser, where he focused on Global Small/Mid Cap strategies.

Before that, he was part of an investment team at an independent, value-oriented Canadian investment manager. He also spent nearly five years as a senior analyst for the US Equities Fund of a private Swiss bank, specializing in the consumer and industrial sectors.

Derrick began his career in the assurance group at PricewaterhouseCoopers before transitioning to the sell side at Scotia Capital, where he covered special situations.

In addition to his investment expertise, he is an adjunct lecturer in the graduate accountancy program at Concordia University, where he shares his knowledge of finance and accounting.

William Healy, KWPMP Client Committee

William (Bill) Healy is an investment professional, corporate director, and strategic consultant. He serves as an investment committee member for family offices, providing oversight on investment policy design, portfolio construction, asset allocation, and manager selection. With over 35 years of experience in investment counseling and portfolio management, he has worked in both public and private markets.

Bill has held senior roles throughout his career, including serving as a senior consultant at Prime Quadrant and as CIO and CXO at Portfolio HiWay. He also co-founded Patrimonica Asset Management Inc., the investment arm of a multi-family office based in Montreal, where he was president and CIO. Previously, he was vice-president and portfolio manager at TAL Private Management Inc. and McLean Budden Ltd., managing portfolios for wealthy families, foundations, and endowments.

Bill holds a BComm in Finance from Concordia University and an MSc in Financial Economics from the University of London. He is a CFA charter holder and has been actively involved with the Kenneth Woods Portfolio Management Program at Concordia’s John Molson School of Business since its inception in 2000.

Dimitris Katsaounis

Dimitris Katsaounis is a business strategist and digital transformation specialist based in Montreal. He serves as a business consultant at TELUS Communications, where he blends his financial and technical expertise with the adoption of AI. He holds a Master of Science in Electrical Engineering from Brown University, with supplementary studies in economics, as well as a Professional Development Certificate in Data Science and Machine Learning from McGill University.

With more than twenty years of experience in financial services, he was Head of Personal Banking at Alpha Bank Greece, where he oversaw and built the division to support over 90% of the branch network. At Sun Life Financial, he provided investment guidance to a diverse client base, enhancing financial outcomes for individuals and families. Recognized for his depth in investment analysis, solution-driven approach, and financial product innovation, Dimitris continues to be a driving force for technological advancement in the sector. At TELUS, he champions AI literacy, delivering workshops and initiatives that have led to a 35% increase in AI adoption and more than 20% improvement in operational efficiency.

Dimitris is also a dedicated community leader, having been elected three times to the Board of Directors of the Hellenic Community of Greater Montreal, where he plays a key role in public relations and event organization. In 2024, he extended his public service as a candidate for the European Parliament, representing the Greek-Canadian diaspora.

Trilingual in English, French, and Greek, Dimitris is an accomplished communicator and public speaker. He is a CIFC Honor Roll recipient and graduated magna cum laude from Brown University. His unique combination of experience in technology, finance, and analytics positions him to drive strategic innovation and mentor the next generation of leaders in finance and business.

Annie Laliberté, KWPMP Client Committee

Annie Laliberté is formerly the vice-president, Global Equities at Addenda Capital. Prior to that, she held different roles related to research and portfolio management at CIBC Global Asset Management from 2002 to 2012. Annie started her career in 2000 working at Jarislowsky Fraser.

She holds a bachelor’s degree in business administration from HEC Montréal and the CFA designation. She also completed a certificate in Executive Leadership from Cornell University.

Kenneth Woods, KWPMP Client Committee

Kenneth Woods has devoted the majority of his energies to numerous investment, community and charitable organizations in Vancouver and Montreal over the last 23 years, including the KWPMP at Concordia University.

Continuing to be very active in investment organizations, he has also established endowments for children’s arts programs (Arts Umbrella), the St. Paul’s Hospital Sinus Centre and University of British Columbia Athletics in Vancouver.

In addition, he and his wife Anne have funded the Photomedicine Institute within the Skin Care Centre at Vancouver General Hospital. Each year they are involved in and financially support a variety of other worthy causes related to education—particularly that of children— and health care.

In respect to the former, they feel it is important to provide young people with chances to excel and develop their creative skills at a young age. As to the latter, all the initiatives have focused on leading-edge therapies pioneered by exceptional physicians and researchers.

Both the Woods are firm believers in giving back to the community and feel fortunate that they have been given the opportunity to do so.

Mr. Woods received a BSc degree from the University of British Columbia. In 1975 he completed his MBA at Concordia. Shortly thereafter, he obtained a diploma in accountancy at McGill University and was awarded his CA designation in 1977.

He was named a fellow of the Canadian Institute of Chartered Accountants in 2006. Concordia awarded Kenneth Woods an honorary doctorate in 2017. UBC has recently honoured him with a Big Block Award (athletics).

He has been involved in investment management for over 40 years.

Contact us

Sukyong Yang, Director
Kenneth Woods Portfolio Management Program
Tel: 514-848-2424, ext. 5102
sukyong.yang@concordia.ca

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